Core Viewpoint - The company is actively enhancing its power grid infrastructure and promoting renewable energy development in Jiuquan, contributing to the region's economic growth and green transformation [1][2][5][6]. Group 1: Power Grid Development - The company is focused on building a robust and intelligent power grid to meet the increasing electricity demand and challenges of integrating renewable energy [2]. - Key projects include the construction of critical substations and the optimization of the grid structure, aiming for a reliability rate of 99.99% [2][3]. - The company has achieved a significant increase in distribution automation, with coverage reaching 89.6% and a 52% improvement in self-healing capabilities of the grid [3]. Group 2: Renewable Energy Integration - The Jiuquan photovoltaic industrial base has a total installed capacity of 2,004 megawatts, generating an annual output of 1.1 billion kilowatt-hours [5][6]. - The company is facilitating the integration of renewable energy projects by providing streamlined services and support for wind and solar power projects [5][6]. - The expected installed capacity of renewable energy is projected to exceed 2.4 million kilowatts by the end of 2025, with a 4.37% year-on-year increase in renewable energy generation anticipated for 2024 [6]. Group 3: Rural Electrification and Community Support - The company is promoting distributed photovoltaic systems in rural areas, with 164 households registered and a total capacity of 17.6 megawatts [8]. - Initiatives include the construction of power supply facilities to support rural revitalization projects, with an investment of 2.48 million yuan [8][9]. - The company is also conducting safety inspections and providing reliable electricity supply to enhance agricultural productivity and living conditions in rural areas [9][10].

Core Insights - The "14th Five-Year Plan" has achieved significant progress in energy transition, with non-fossil energy consumption targets expected to be exceeded, and energy investments surpassing 1 trillion yuan annually [1][2][3] - The upcoming "15th Five-Year Plan" aims to further advance carbon peak goals, emphasizing the development of renewable energy and strict limitations on coal consumption [1][4][5] Energy Transition Achievements - During the "14th Five-Year Plan," the share of renewable energy generation capacity increased from 40% to approximately 60%, establishing a framework conducive to carbon peak and neutrality [3][4] - Energy consumption growth during the first four years of the "14th Five-Year Plan" reached 1.5 times the total increase during the "13th Five-Year Plan" [2][3] Future Energy Planning - The "15th Five-Year Plan" will continue to focus on the dual carbon goals, aiming for carbon emissions to peak before 2030, with a strong emphasis on developing competitive low-carbon energy supply systems [3][4][6] - The plan will also address the need for a transition from energy intensity control to a dual control system for carbon emissions [3][4] Renewable Energy Development - The anticipated electricity demand for achieving carbon neutrality is projected to require significant increases in renewable energy capacity, including 500 million kilowatts of hydropower and over 300 million kilowatts of nuclear power [6][7] - The transition to electric heating and cooking in residential areas is expected to gain momentum, with substantial potential for rooftop solar energy development [7][8] New Power System Construction - The construction of a new power system will focus on high proportions of renewable energy, necessitating advancements in energy storage and new power electronic technologies [9][10] - The current electricity market is evolving towards full competition, which will facilitate the integration of renewable energy sources while maintaining the viability of traditional energy sources [10][11] Energy Storage and Grid Challenges - The rapid growth of renewable energy capacity presents challenges for grid stability and management, necessitating innovative solutions for energy storage and distribution [8][9][13] - The development of large-scale chemical energy storage is crucial for stabilizing renewable energy supply and addressing operational challenges within the grid [13][14]

（原标题：专访周大地："十五五"新型电力系统重塑，新能源与储能迎新机遇） 21世纪经济报道记者雷椰 李德尚玉 实习生王怡茵 北京报道 距离"十四五"规划收官已不足半年。 日前，国务院新闻办举行"高质量完成'十四五'规划"系列主题新闻发布会，国家能源局介绍了"十四 五"时期能源高质量发展成就。"十四五"期间，我国非化石能源消费目标将超额完成，终端用能电能比 重已达30%左右，能源投资年破万亿元。 围绕"十四五"能源转型成果、"十五五"规划方向等热点话题，近日，国家气候变化专家委员会委员，国 家"十四五"规划专家委员会委员，中国能源研究会学术顾问、原副理事长，国家发展改革委能源研究所 原所长周大地接受21世纪经济报道记者专访。 周大地表示，"十四五"时期我国能源转型已取得系统性突破，为碳达峰奠定坚实基底。面对"十五五"实 现碳达峰目标的关键时期，出路是大力发展新能源，需严格限制煤炭消费并大力发展非化石能源，通过 风光核储等零碳电力发展全面替代化石能源增量。转型需政策与市场协同发力，构建以高比例可再生能 源为核心的新型电力系统，同时推动储能规模化应用，在条件成熟的终端用能推广电气化，确保能源结 构优化与系统安全稳定 ...

Core Viewpoint - The State Grid Corporation of China is accelerating the construction of a new power system and promoting the upgrade of the grid to an energy internet, in line with the government's energy security strategy focused on "four revolutions and one cooperation" [1] Group 1: Energy Strategy and Development - The State Grid is enhancing interconnection of the power grid and promoting a revolution in energy supply by increasing investment and advancing the construction of various levels of the grid [1] - Over the past decade, the cross-province and cross-region transmission capacity has increased by 2.3 times, exceeding 350 gigawatts [1] - The installed capacity of pumped storage in operation and under construction has grown by 1.6 times, surpassing 94 gigawatts [1] Group 2: Renewable Energy Growth - The installed capacity of wind and solar energy in the operational area has increased ninefold, reaching 1,355 gigawatts, accounting for nearly 50% of the total capacity [1] - Renewable energy has become the primary source of new installations and new power generation [1]

Core Insights - Ningxia is recognized as China's first comprehensive demonstration zone for renewable energy, with a renewable energy installed capacity exceeding 50 million kilowatts, accounting for 62.6% of its total installed capacity, and solar power has become the primary energy source, surpassing coal power [1][3] Group 1: Renewable Energy Development - Ningxia has abundant solar and wind resources, with average annual utilization hours of approximately 1500 hours for solar and 2000 hours for wind [1] - The Ningdong Energy and Chemical Base features a 2 million kilowatt photovoltaic base that generates 3.7 billion kilowatt-hours annually, saving about 1.15 million tons of standard coal and reducing carbon emissions by approximately 3.15 million tons [2] - The region has established the first integrated wind-solar complementary project in the country and is accelerating the construction of green electricity parks [3] Group 2: Energy Transmission and Economic Impact - By 2024, Ningxia's renewable energy generation is projected to reach 61.3 billion kilowatt-hours, with 40.2 billion kilowatt-hours consumed locally and 21.1 billion kilowatt-hours transmitted externally [4] - The "Ningxia to Hunan" ultra-high voltage direct current transmission project is expected to deliver over 36 billion kilowatt-hours annually, with more than 50% from renewable sources [6] - In the first half of the year, Ningxia's external electricity transmission exceeded 46 billion kilowatt-hours, with renewable energy accounting for 13.01 billion kilowatt-hours, a year-on-year increase of 22.22% [7] Group 3: Technological Advancements and Infrastructure - Ningxia has built the first 750 kV double-ring backbone network in the country, enhancing the efficiency of its energy transmission [6] - The region's energy storage capacity has surpassed 600,000 kilowatts, ranking fourth nationally, which significantly improves renewable energy utilization [10] - The introduction of intelligent monitoring and maintenance equipment in substations has increased operational efficiency by four to five times, reducing operational time by over 50% [5] Group 4: Policy and Strategic Initiatives - Ningxia has implemented supportive policies to accelerate the construction of a new energy system, including a three-year action plan for green and low-carbon transformation [3] - The region aims to achieve a new installed capacity of 20.6 million kilowatts for wind and solar energy by 2025, along with 600,000 kilowatts of energy storage [8] - The establishment of the Ningxia Artificial Intelligence Medical Health Industry Park highlights the region's commitment to leveraging green electricity for economic development [12]

Core Viewpoint - The construction of a new power system is essential for achieving the "dual carbon" goals, ensuring energy security, and addressing the challenges of power transformation [1][2]. Group 1: Key Actions and Strategies - National authorities have deployed several key tasks, including actions for stable power system assurance, large-scale high-proportion renewable energy delivery, high-quality development of distribution networks, smart scheduling system construction, and enhancing the friendly performance of renewable energy systems [1]. - Local regions are actively piloting new technologies and models to build a new power system, creating new green development brands like "Green Power in the North" to support the development of new productive forces in the power sector [1]. Group 2: Market and Resource Integration - The construction of a new power system requires a unified national market to eliminate local protectionism and market segmentation, allowing for the free flow of goods and services across regions [1]. - Ningxia has established three major power delivery "arteries" to bundle and deliver "wind, solar, and thermal" energy to over ten provinces, achieving a leading level of channel utilization nationwide [1]. Group 3: Long-term Goals and Development - The construction of a new power system is a long-term, systematic project that focuses on clean, low-carbon, safe, abundant, economical, efficient, and coordinated supply and demand [2]. - The development of green electricity is a crucial measure for promoting green and low-carbon transformation, with a focus on coupling clean energy with characteristic advantageous industries to inject new momentum into industrial green development [2]. Group 4: Challenges and Solutions - There are existing shortcomings that need to be addressed, such as ensuring the integration and consumption of renewable energy, particularly in major projects like the national Shage Desert base [2]. - Effective scheduling based on renewable energy output and load forecasting is essential for promoting efficient utilization of renewable energy and achieving mutual benefits among generation, grid, and demand sides [2].

Core Viewpoint - The V2G (Vehicle-to-Grid) technology is emerging as a crucial solution for integrating electric vehicles with the power grid, enabling electric cars to act as mobile energy storage units and contributing to the construction of a new power system in China [2][4][6]. Group 1: V2G Technology and Market Growth - The number of electric vehicles in China is projected to surge from 120,000 in 2014 to 31.4 million by 2024, leading to increased charging loads on the grid [3]. - V2G technology allows for bidirectional energy flow, enabling electric vehicles to charge during off-peak hours and discharge energy back to the grid during peak demand, thus alleviating grid pressure [4][6]. - The Chinese government aims to establish over five demonstration cities and more than 50 V2G projects by the end of 2025 to validate the potential of electric vehicles as mobile energy storage resources [6][7]. Group 2: Economic Incentives and Pricing Mechanisms - Guangdong Province has set a pricing model for V2G, allowing electric vehicle owners to earn up to 0.9626 yuan per kWh during peak periods, creating an arbitrage opportunity for users [7]. - The potential earnings from V2G participation can significantly offset the costs of electric vehicle ownership, with estimates suggesting a lifetime value of 60,000 to 150,000 yuan for participating users [16]. Group 3: Challenges and Bottlenecks - The main barriers to V2G adoption include the lack of standardized pricing mechanisms, concerns over battery lifespan due to frequent charging and discharging, and the need for a clear profit-sharing model among stakeholders [8][9][11]. - Current battery warranty policies do not adequately cover the potential wear from V2G participation, leading to hesitance among vehicle owners [9]. - The complexity of implementing V2G in office parks and public charging stations poses additional challenges, including the need for standardized protocols and efficient profit distribution [11][13]. Group 4: Technological and Infrastructure Developments - The cost of V2G charging stations has decreased by over 40% compared to the previous year, making it more feasible for operators to invest in this technology [13][14]. - V2G technology has been validated through pilot programs, and the necessary infrastructure is being developed to support its widespread implementation [13][14]. Group 5: Future Directions and Recommendations - To enhance V2G adoption, it is essential to establish a sustainable business model that benefits all parties involved, including vehicle owners, grid operators, and manufacturers [16][18]. - The government is encouraged to provide financial incentives for companies that offer V2G warranty solutions and to clarify the pricing structure for V2G energy transactions [17][18].

Core Viewpoint - The V2G (Vehicle-to-Grid) technology is emerging as a crucial solution for integrating electric vehicles with the power grid, enabling electric cars to act as mobile energy storage units and contributing to the stability of the power system while providing economic benefits to vehicle owners [1][3][10]. Group 1: V2G Technology and Market Growth - The rapid growth of China's electric vehicle market, with ownership increasing from 120,000 in 2014 to 31.4 million by 2024, has led to a significant rise in charging loads, necessitating the implementation of V2G technology to manage peak demand [2][5]. - V2G technology allows for bidirectional energy flow, enabling electric vehicles to charge during off-peak hours and discharge energy back to the grid during peak demand, thus transforming electric vehicles from a burden on the grid to a flexible energy resource [3][10]. Group 2: Government Initiatives and Pilot Projects - The Chinese government has initiated several policies to promote V2G technology, including plans to establish over five demonstration cities and 50 dual-direction charging and discharging projects by the end of 2025 [5][6]. - Nine cities, including Shanghai and Guangzhou, have been included in the first batch of V2G pilot projects, focusing on various scenarios such as residential charging and public charging station interactions [6][10]. Group 3: Economic Incentives and Pricing Mechanisms - Local governments are establishing pricing mechanisms for V2G, with Guangdong Province setting a peak discharge price of 0.9626 yuan per kWh, creating an arbitrage opportunity for vehicle owners [6][10]. - The potential earnings from V2G participation can significantly offset the costs of electric vehicle ownership, with estimates suggesting that V2G could provide value between 60,000 to 150,000 yuan over the vehicle's lifecycle [13]. Group 4: Challenges and Bottlenecks - The main challenges for V2G scalability include the lack of standardized communication protocols between different brands of electric vehicles and charging stations, as well as the need for a clear revenue-sharing model among stakeholders [7][9]. - Concerns regarding battery lifespan and warranty coverage for vehicles participating in V2G are hindering broader adoption, as vehicle owners fear that frequent charging and discharging may reduce battery life [8][10]. Group 5: Future Directions and Recommendations - To facilitate the growth of V2G, it is essential to establish a sustainable business model that benefits all parties involved, including vehicle owners, grid operators, and manufacturers [10][13]. - The industry is encouraged to explore financial incentives and targeted warranty programs to alleviate concerns about battery longevity and to promote participation in V2G initiatives [13][14].

Core Viewpoint - China's new energy storage capacity has surpassed the world, accounting for over 40% of global installed capacity, driven by clear policies and rapid technological advancements [3][7][8]. Group 1: Current Status of Energy Storage - As of the end of 2024, China's new energy storage capacity reached 73.76 million kilowatts, equivalent to 168 million kilowatt-hours, with an annual growth rate exceeding 130% since the 14th Five-Year Plan [3][7]. - By June 2023, the installed capacity had increased to 94.91 million kilowatts, representing a growth of approximately 29% compared to the end of 2024 [7]. - Major provinces such as Inner Mongolia and Xinjiang have installed capacities exceeding 10 million kilowatts, while Shandong, Jiangsu, and Ningxia have surpassed 5 million kilowatts [7]. Group 2: Policy Support and Market Mechanisms - The development of new energy storage is supported by various policies, including its inclusion in the Energy Law and the government work report, emphasizing its role in the new power system [8]. - The "Action Plan for Accelerating the Construction of a New Power System (2024-2027)" aims to enhance the market mechanism for energy storage, promoting its scientific development [8]. - By 2024, the new energy storage market in the State Grid area is expected to reach 7.12 billion kilowatt-hours, a year-on-year increase of 2.7 times [15]. Group 3: Technological Innovations - The energy storage sector is witnessing a diverse range of technological advancements, with lithium-ion battery storage dominating the market [10][11]. - New technologies such as compressed air storage, flow battery storage, and solid-state batteries are making significant progress, providing a foundation for long-duration regulation capabilities [11][12]. - The establishment of over 20 energy storage standards in 2024 has further enhanced the industry's standardization and operational efficiency [12]. Group 4: Application and Market Expansion - New energy storage systems are increasingly utilized for peak shaving and power supply assurance, especially during high electricity demand periods [14]. - The maximum adjustable power of new energy storage in the State Grid area reached 64.23 gigawatts, with a peak discharge power of 44.53 gigawatts, marking a 55.7% increase from the previous year [14]. - The introduction of market mechanisms allows energy storage companies to participate in auxiliary services and spot markets, providing a stable revenue expectation for the industry [15][16].

Core Viewpoint - The strategic cooperation agreement signed between China Electric Equipment and North China Electric Power University aims to enhance collaboration in technology innovation and talent development to support national energy security and green transition efforts [1][2]. Group 1 - China Electric Equipment expressed gratitude to North China Electric Power University for its long-term support and highlighted the successful collaboration in key technology areas such as offshore wind power and large-scale renewable energy integration [1]. - The partnership is rooted in a shared commitment to national energy security and innovation, with both parties aiming to deepen their cooperation in research and development, talent cultivation, and technology application [2]. - The agreement is seen as a catalyst for further integration of industry, academia, and research, focusing on the development of a high-quality collaborative community [2][4]. Group 2 - North China Electric Power University congratulated China Electric Equipment on its achievements and emphasized its role as a key partner in supporting national technological innovation and energy security strategies [2]. - The university plans to strengthen joint efforts in research and key technology challenges, aiming to create a shared mechanism for talent development and innovation [2]. - The signing ceremony was attended by representatives from both organizations, showcasing a commitment to collaborative growth and technological advancement [4].